TA
SWK icon

Tectonic Advisors’s Stanley Black & Decker SWK Stock Holding History

Tectonic Advisors’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,350
Closed -$328K – 309
2024
Q1 		$328K Buy
3,350
+447
+15% +$41.2K 0.03% 267
2023
Q4 		$285K Buy
2,903
+223
+8% +$19.6K 0.02% 268
2023
Q3 		$224K Buy
+2,680
New +$248K 0.02% 271
2022
Q2 		– Sell
-1,446
Closed -$202K – 227
2022
Q1 		$202K Buy
1,446
+300
+26% +$49.5K 0.03% 192
2021
Q4 		$216K Buy
+1,146
New +$212K 0.04% 183

Other funds holding SWK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tectonic Advisors's SWK Position: Q2 2024 in Review

Tectonic Advisors sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 3,350 shares — an estimated $328K sold.

Tectonic Advisors first reported a position in SWK in Q4 2021 and held it in 5 quarters. The position peaked at $328K in Q1 2024. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • Tectonic Advisors reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • Tectonic Advisors sold 3,350 Stanley Black & Decker shares in Q2 2024, an estimated $328K.
  • Tectonic Advisors first reported a position in Stanley Black & Decker in Q4 2021 and held it in 5 quarters.
  • Tectonic Advisors's Stanley Black & Decker position peaked at $328K in Q1 2024.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Tectonic Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.